See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,200 | $85,766+121.8% | $136,294+39.6% | $70,131+171.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.16% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $10,569 | $2,966+256.3% | $4,695+125.1% | $2,342+351.2% |
| Participant deferral / active EE | $6,351 | $5,051+25.7% | $6,247+1.7% | $3,332+90.6% |
| Admin fee / account holder | $14,128 | $5,420+160.6% | $9,243+52.8% | $4,645+204.1% |